Get Your Projects Off the Ground

with Building the Factory

Answers

February 2015

How did you do with this challenge? As the credit union leader, did you answer the questions yourself? Did you involve your team and ask for their help? Read the answers below and see if your answers match up to ours.

This Building the Factory instructional booklet shows you how to use the "Where Your Members Borrow" tool to get more home loans.

Answer: I Want More Mortgages

This Building the Factory set of instructions helps you determine if a competing financial institution has targeted your credit union with a marketing campaign offering your members lower interest rates.

Answer: Follow Up on Member Loan Payoffs

This Building the Factory guide provides instructions on how to see if a particular auto dealer is sending a disproportionate number of bad loans to your credit union.

Answer: I Want to Monitor My Dealer Loan Portfolio

These Building the Factory instructions help you identify members who have a checking account with your credit union, but who don't conduct any ACH activity so you can reach out to them to promote your direct deposit option.

Answer: I Want to Increase My Deposits

This Building the Factory booklet shows you how to quickly identify and contact members who have not done business with your credit union in so long that they are sitting at an escheat status in the dormancy-monitoring platform.

Answer: Understanding Escheats and Actions to Be Taken

Learn More!

Visit the Building the Factory site to learn about more revenue-generating tools available in CU*BASE!

Keep Asking Questions!

Did you find all the answers? Did your team come up with the same answers as you? Look for the next CEO Tickler to learn about more helpful resources for your credit union and your members!

Read previous CEO Ticklers.

CU*Answers

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